Deborah Price is a CFP-designated registered investment advisor at Price Planning, LLC, based in Columbus, OH, with 23 years of industry experience. Deborah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 83 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Price Planning does not charge fees based on the amount of your investments or performance. All fees are charged hourly or as a fixed fee.
Contact
Deborah Price
Location
Columbus, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Deborah is a managing member of Price Legal Services, LLC since 2002, which prepares basic legal documents for clients. Clients of Price Planning, LLC may choose to engage Price Legal Services, LLC separately, but are under no obligation to do so.
Employment History
Current Registrations
Price Planning, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
www.priceplanning.com